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RCM and EHR vendors

835 to posting in your PM system

Every 835 matched to its claims and deposit, and posted to the PM system once a person approves it.

Build this with AIA brief with this use case's endpoints, events and rules, ready for your assistant to build it in your stack.

How it works

  1. remit.received tells you a new 835 is in.

  2. remit.matched lands when it ties to claims and a deposit, and posting.proposed carries the entries.

  3. A poster reviews the entries and approves with POST /v1/remits/{id}/posting/approve.

  4. posting.approved fires and your write-back posts the lines to the PM system.

Replaces Keying 835 lines into the PM system by hand.

Built on

EventSent when
remit.receivedA new 835 arrived.
remit.matchedThe remit matched its claims and deposit.
posting.proposedPosting entries are ready to review.
posting.approvedPosting entries were approved and are ready to write back.

The prompt

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I'm building on the Daybook API (healthcare billing: payer calls, payer portals, 270/271 eligibility, 276/277 claim status, 835 remits, denials and appeals). Help me build this end to end.

Use case: 835 to posting in your PM system
For: RCM and EHR vendors
Outcome: Every 835 matched to its claims and deposit, and posted to the PM system once a person approves it.

What to build:
A posting screen and write-back for our product: a webhook handler that records remit.received and remit.matched, shows each posting.proposed with its payment, adjustment and patient-responsibility entries for a poster to review, sends the poster's decision with POST /v1/remits/{id}/posting/approve, and on posting.approved writes the entries to the PM system's ledger, once per remit even if the event arrives twice. A daily GET /v1/remits pass catches anything a missed webhook left behind.

How it works:
1. remit.received tells you a new 835 is in.
2. remit.matched lands when it ties to claims and a deposit, and posting.proposed carries the entries.
3. A poster reviews the entries and approves with POST /v1/remits/{id}/posting/approve.
4. posting.approved fires and your write-back posts the lines to the PM system.

Read these docs first (Markdown):
- https://daybookhealthcare.com/docs/workflows/remittance.md
- https://daybookhealthcare.com/docs/api-reference/remits/list.md
- https://daybookhealthcare.com/docs/api-reference/remits/get.md
- https://daybookhealthcare.com/docs/api-reference/remits/approve-posting.md
- https://daybookhealthcare.com/docs/webhooks/verifying-signatures.md
- https://daybookhealthcare.com/docs/idempotency-and-errors.md

Endpoints (base https://api.daybookhealthcare.com/v1):
- GET /remits: List remits
- GET /remits/{id}: Retrieve a remit
- POST /remits/{id}/posting/approve: Approve a posting

Webhook events: remit.received, remit.matched, posting.proposed, posting.approved

Ground rules:
- Authenticate with the header Authorization: Bearer <key>, the key read from DAYBOOK_API_KEY. sk_test_ keys open a sandbox and sk_live_ keys reach real payers. Never hard-code a key. Details: https://daybookhealthcare.com/docs/authentication.md
- Send an Idempotency-Key on every POST: a fresh UUID per operation, reused only to retry that operation. A key reused with a different body answers 409 idempotency_conflict.
- Verify every webhook signature before trusting the event, answer 2xx at once and do the work after.
- Keep my own ids beside Daybook's, and pass them in metadata where an endpoint takes it.
- Money is integer cents.
- Tests and fixtures use made-up data only: the sample payers bayline, keystone and meridian, NPI 1999999984, member W000000001, claim ids like clm_8Hq2Lm. Never real patient data.
- Use only the fields, endpoints and events in the docs. If something is missing, ask me rather than guess.

Ask me which PM system the write-back targets and how it accepts payment lines, then propose the review screen and the write-back module before writing code.
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